The e-commerce giant's swelling AI investment is colliding with investor patience, forcing a reckoning over Big Tech's data center cash burn.

Fujifilm's $63M bet to quintuple tape output as AI floods data centers

The e-commerce giant's latest capital commitment to AI comes as investors punish Big Tech for data center cash burn. Here's what it signals for every CFO watching the bill come due.

Organized rings are targeting the supply chain behind the AI boom, forcing logistics providers and states to rethink cargo security.

The AI infrastructure maker's earnings beat and capex raise signal surging data-center spending ahead of Big Tech results.

A Dec. 8 shareholder vote could force Microsoft to publish a real climate transition plan as AI data centers blow past its 2030 carbon goals.

Apple is quietly swapping early failing displays, but without failure-rate data, the real signal is still buried under anecdotes.

The software giant's voluntary exit plan reaches vice presidents as AI data center spending reshapes headcount.

The AI buildout is minting fortunes beyond GPUs, and memory, cloud, and cooling suppliers are riding the same wave.

Micro1 is paying midsize companies $100,000 to $2 million for their internal data, and CEOs are cashing in before the AI data boom matures.

Local officials control data center approvals, so midterm races for governor and county boards could matter more than the House or Senate for AI investment.

The quiet data transfer hands Musk's company an orbital tracking edge, raising national security and competition alarms.